{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/cf3ec257d5414872a4b95e9e3cf36c01\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/cf3ec257d5414872a4b95e9e3cf36c01-b9f3d565234a29e4.gif","duration":299.84,"title":"Client Onboarding Automation Workflow Walkthrough","description":"This Loom demonstrates client onboarding automation triggered by a tally intake form submission. When a client submits the intake form, the system checks existing Google Sheets for duplicate emails and stops if the email already exists. For new clients, it simultaneously sends a personalized Zoho Mail welcome email with name, package details, and a kickoff booking link, updates the client CRM spreadsheet with an added role and status set to new, notifies the team in Slack with full client details, creates a structured Google Drive folder with four subfolders, and adds a Notion project entry with client info and a drive link. The workflow completes in under 10 seconds, with error handlers alerting the builder’s inbox including the exact error and a resolution checklist."}